Concept Topic

Administrative Roles Overview

Administrative roles are pre-defined sets of permissions that you allocate to users, enabling them to perform specific actions in HotDocs Advance.

For example, you would allocate the Author role to users uploading templates to Advance from HotDocs Author.

Overview

Administrative roles enable you to control what actions an individual user can perform in Advance. For example, whether a user can upload templates or create user groups. You can assign different types of administrative role to Advance users

• Site Administrator
• Integrations Administrator
• Content Administrator
• Author

If no administrative role is chosen, Advance will assign the user the default Template User role.

Specific user roles may perform actions that are not available to other roles. For example, Authors may not create new users, while Site Administrators can create new users. The user roles, and the actions they can perform in Advance, are defined below.

Common Tasks

• Create a user
• Edit a user's details

Workflow

You allocate an administrative role to a user when creating a new user account. You can also edit an existing user's user role on the Manage users page.

User Roles

The different user roles in Advance, and the actions users allocated those roles can perform, are described below.

Site Administrator

A Site Administrator can administer users, users groups, templates and work groups in Advance. They have permission to perform the following actions:

• Configure HotDocs Advance
• Create new users
• Edit user details
• Create new user groups
• Edit user groups
• Create new work groups
• Edit work groups
• Assign user permissions to work groups
• Add templates to work groups
• Rename work items
• Edit the privacy status of existing work items
• Delete work items created by other users

The Site Administrator also has all the permissions of the Author and Template User roles.

However, the site administrator does not have the permissions of the Integrations Administrator.

Integrations Administrator

An Integrations Administrator can manage integration settings for an Advance tenancy. They have permission to perform the following actions:

• Manage webhooks

Content Administrator

A Content Administrator can administer work groups in Advance. They have permission to perform the following actions:

• Create new work groups
• Edit work groups
• Assign user permissions to work groups
• Add templates to work groups

A Content Administrator also has all the permissions of the Author and Template User roles.

Author

An Author can upload templates from HotDocs Author to Advance. They have permission to perform the following actions:

• Upload templates
• Upload new versions of templates

The Author role also has all the permissions of the Template User.

Template User

A Template User is the user role assigned by default. A template user can use the templates uploaded to Advance to create work items and download assembled documents. They have permission to perform the following actions:

• Create work items within their assigned work groups
• Create new private work items within their assigned work groups
• Collaborate on work items shared in their assigned work groups
• Open interviews for private work items for which they are the owner
• Rename work items for which they are the owner
• Edit the privacy status of existing work items for which they are the owner
• Download assembled documents for work items in their work groups which are shared or for which they are the owner
• Copy a work item in their work groups which are shared or for which they are the owner
• Manage clients for client interviews